Purchases and Sales Made in Q1 2021 in Invesco ETF Tr Ii S&P Midcap L (XMLV)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Midcap L (XMLV) during Q1 2021. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P MIDCAP L.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-696- 5.5% |
$33K - $36.8K
|
11.9K
$707K
|
|
May 06, 2021
Q1 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-823- 3.65% |
$39K - $43.6K
|
21.8K
$1.29M
|
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
SELL
|
- |
-859- 17.18% |
$40.7K - $45.5K
|
4.14K
$245K
|
|
May 11, 2021
Q1 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-884- 6.99% |
$41.9K - $46.8K
|
11.8K
$696K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-952- 9.85% |
$45.1K - $50.4K
|
8.72K
$515K
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-955- 17.5% |
$45.3K - $50.5K
|
4.5K
$266K
|
|
Apr 28, 2021
Q1 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-990- 1.12% |
$46.9K - $52.4K
|
87.3K
$5.17M
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.02K- 12.06% |
$48.1K - $53.7K
|
7.4K
$438K
|
|
May 13, 2021
Q1 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.05K- 8.57% |
$49.7K - $55.5K
|
11.2K
$662K
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.05K- 11.26% |
$49.8K - $55.6K
|
8.28K
$490K
|
|
Apr 27, 2021
Q1 2021
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.14K- 21.63% |
$53.9K - $60.1K
|
4.12K
$243K
|
|
May 17, 2021
Q1 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.28K- 1.88% |
$60.7K - $67.8K
|
66.6K
$3.94M
|
|
May 10, 2021
Q1 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.41K- 23.91% |
$66.8K - $74.6K
|
4.49K
$265K
|
|
May 07, 2021
Q1 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.42K- 11.98% |
$67.5K - $75.3K
|
10.5K
$618K
|
|
Apr 26, 2021
Q1 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.45KClosed |
$68.8K - $76.7K
|
0
$0
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.46K- 11.97% |
$69.2K - $77.2K
|
10.7K
$635K
|
|
Apr 26, 2021
Q1 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-1.48KClosed |
$70K - $78.1K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.48K- 2.99% |
$70K - $78.1K
|
47.9K
$2.84M
|
|
Apr 06, 2021
Q1 2021
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.49K- 3.08% |
$70.5K - $78.7K
|
46.7K
$2.76M
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.5K- 16.52% |
$71.1K - $79.4K
|
7.58K
$448K
|
|
May 14, 2021
Q1 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.5K- 22.47% |
$71.2K - $79.5K
|
5.18K
$306K
|
|
Apr 12, 2021
Q1 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.68KClosed |
$79.8K - $89.1K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Moneywise, Inc.
|
SELL
|
- |
-1.82K- 4.41% |
$86.4K - $96.4K
|
39.5K
$2.34M
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.85K- 23.23% |
$87.8K - $98K
|
6.12K
$362K
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.87K- 6.38% |
$88.7K - $99K
|
27.4K
$1.62M
|
|
May 17, 2021
Q1 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.9K- 9.21% |
$90.1K - $101K
|
18.7K
$1.11M
|
|
May 20, 2021
Q1 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.91K- 95.98% |
$90.5K - $101K
|
80
$4.73K
|
|
May 14, 2021
Q1 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.96K- 14.78% |
$92.9K - $104K
|
11.3K
$668K
|
|
May 10, 2021
Q1 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-2.1K- 33.74% |
$99.3K - $111K
|
4.12K
$243K
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.43K- 2.59% |
$115K - $129K
|
91.4K
$5.4M
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-2.71K- 5.53% |
$129K - $144K
|
46.3K
$2.74M
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.07KClosed |
$146K - $162K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.4K- 10.25% |
$161K - $180K
|
29.8K
$1.76M
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-3.72KClosed |
$176K - $197K
|
0
$0
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-3.74K- 24.28% |
$177K - $198K
|
11.7K
$690K
|
|
May 11, 2021
Q1 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.99K- 48.02% |
$189K - $211K
|
4.32K
$255K
|
|
May 03, 2021
Q1 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-4KClosed |
$190K - $212K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Wt Wealth Management
|
SELL
|
- |
-4.43K- 15.03% |
$210K - $234K
|
25K
$1.48M
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
SELL
|
- |
-4.66K- 20.3% |
$221K - $246K
|
18.3K
$1.08M
|
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-4.73KClosed |
$224K - $250K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-5.09KClosed |
$241K - $269K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.18KClosed |
$246K - $274K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Rda Financial Network
|
SELL
|
- |
-5.56KClosed |
$264K - $294K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.75K- 21.51% |
$273K - $305K
|
21K
$1.24M
|
|
May 17, 2021
Q1 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-6.39KClosed |
$303K - $338K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Natixis
Paris, I0 |
SELL
|
- |
-6.68K- 38.47% |
$317K - $353K
|
10.7K
$632K
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.69KClosed |
$317K - $354K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-7.02K- 29.06% |
$333K - $372K
|
17.1K
$1.01M
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.51K- 41.29% |
$356K - $397K
|
10.7K
$631K
|
|
May 24, 2021
Q1 2021
|
Petix & Botte CO
|
SELL
|
- |
-8.4K- 50.01% |
$398K - $444K
|
8.39K
$496K
|